MS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 0.24%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $80,178,457.44

Morgan Stanley Insider Trading History Chart

Morgan Stanley Share Price & Price History

^$100.22

▲ +0.64 (0.64%)

As of 05/17/2024 01:00 AM ET

Days: 30 | 90 | 365

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Morgan Stanley Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/14/2024	Mandell Crawley	Insider	Sell	6,954	$99.61	$692,687.94	46,274
4/18/2024	James P. Gorman	Chairman	Sell	100,000	$90.21	$9,021,000.00	414,870
4/17/2024	Charles Aubrey Smith III	Insider	Sell	11,200	$90.09	$1,009,008.00	126,190
2/12/2024	Andrew M Saperstein	Insider	Sell	26,655	$87.19	$2,324,049.45	286,835
2/12/2024	James P. Gorman	Chairman	Sell	100,000	$87.30	$8,730,000.00	350,000
1/30/2024	Andrew M Saperstein	Insider	Sell	10,000	$87.92	$879,200.00	313,490
1/30/2024	Raja J. Akram	CFO	Sell	4,500	$87.41	$393,345.00	93,134
1/25/2024	James P. Gorman	Chairman	Sell	50,000	$87.93	$4,396,500.00	400,000
1/19/2024	Andrew M Saperstein	Insider	Sell	10,000	$84.13	$841,300.00	323,490
1/18/2024	Raja J. Akram	CFO	Sell	7,000	$83.56	$584,920.00	97,634
10/5/2023	Stanley Morgan	Major Shareholder	Sell	135	$50,000.00	$6,750,000.00
7/24/2023	Edward N. Pick	Insider	Sell	100,000	$94.33	$9,433,000.00	604,845
7/24/2023	James P. Gorman	CEO	Sell	125,000	$95.19	$11,898,750.00	1,011,345
7/19/2023	Charles Aubrey Smith III	Insider	Sell	5,600	$92.41	$517,496.00	136,513
7/19/2023	James P. Gorman	CEO	Sell	125,000	$92.35	$11,543,750.00	1,136,345
7/19/2023	Raja J. Akram	CFO	Sell	13,500	$92.00	$1,242,000.00	82,984
6/9/2023	Stanley Morgan	Major Shareholder	Sell	1,049,889	$9.45	$9,921,451.05	8,456,881
5/3/2023	Thomas H. Glocer	Director	Sell	4,535	$87.11	$395,043.85	98,110
2/13/2023	Andrew M Saperstein	Insider	Sell	24,556	$98.23	$2,412,135.88	190,440
1/30/2023	Daniel A Simkowitz	Insider	Sell	15,133	$96.20	$1,455,794.60	323,398
1/25/2023	Alistair Darling	Director	Sell	2,000	$94.70	$189,400.00	34,465
1/18/2023	Daniel A Simkowitz	Insider	Sell	44,910	$97.05	$4,358,515.50	348,531
1/18/2023	James P. Gorman	CEO	Sell	250,000	$96.93	$24,232,500.00	1,112,348
1/18/2023	Raja J. Akram	CFO	Sell	5,100	$97.00	$494,700.00	118,558
7/28/2022	Stanley Morgan	Major Shareholder	Buy	8,598	$8.41	$72,309.18	8,598
5/12/2022	Stephen J. Luczo	Director	Buy	25,000	$79.30	$1,982,500.00	179,449
2/8/2022	Andrew M Saperstein	Insider	Sell	17,162	$105.70	$1,814,023.40
1/31/2022	Daniel A Simkowitz	Insider	Sell	18,414	$102.56	$1,888,539.84
1/26/2022	Jonathan M. Pruzan	COO	Sell	18,414	$101.05	$1,860,734.70
1/20/2022	Andrew M Saperstein	Insider	Sell	15,471	$96.80	$1,497,592.80
11/9/2021	Alistair Darling	Director	Sell	1,000	$99.46	$99,460.00
7/21/2021	Sharon Yeshaya	CFO	Sell	2,500	$95.64	$239,100.00	24,895
7/16/2021	Andrew M Saperstein	Insider	Sell	11,465	$92.97	$1,065,901.05
7/16/2021	Andrew M. Saperstein	Insider	Sell	11,465	$92.97	$1,065,901.05	173,075

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SEC Filings (Institutional Ownership Changes) for Morgan Stanley (NYSE:MS)

84.19% of Morgan Stanley stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Morgan Stanley Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/17/2024	Citizens Financial Group Inc. RI	16,072	$1.51M	0.0%	-7.6%	0.001%
5/17/2024	Rokos Capital Management LLP	437,819	$41.21M	0.2%	N/A	0.027%
5/17/2024	New Covenant Trust Company N.A.	3,079	$0.29M	0.3%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	4,784	$0.45M	0.0%	+148.1%	0.000%
5/17/2024	iA Global Asset Management Inc.	12,433	$1.17M	0.0%	N/A	0.001%
5/17/2024	Garner Asset Management Corp	12,623	$1.19M	0.6%	-4.0%	0.001%
5/17/2024	KLCM Advisors Inc.	8,736	$0.82M	0.1%	+21.9%	0.001%
5/17/2024	Hancock Whitney Corp	6,902	$0.65M	0.0%	-37.6%	0.000%
5/17/2024	Comerica Bank	334,715	$31.52M	0.1%	+0.9%	0.021%
5/17/2024	Tidal Investments LLC	60,228	$5.67M	0.1%	+2.6%	0.004%
5/17/2024	DCM Advisors LLC	73,948	$6.96M	2.9%	-7.4%	0.005%
5/17/2024	Creekmur Asset Management LLC	1,066	$100K	0.0%	+26.6%	0.000%
5/16/2024	California State Teachers Retirement System	1,984,287	$186.84M	0.2%	-0.2%	0.122%
5/16/2024	Meiji Yasuda Life Insurance Co	50,527	$4.76M	0.1%	+14.0%	0.003%
5/16/2024	B. Riley Wealth Advisors Inc.	28,653	$2.70M	0.1%	-13.7%	0.002%
5/16/2024	Dynasty Wealth Management LLC	20,470	$1.93M	0.1%	N/A	0.001%
5/16/2024	Janus Henderson Group PLC	6,908,721	$650.50M	0.4%	-0.7%	0.425%
5/16/2024	Bayesian Capital Management LP	28,249	$2.66M	0.3%	N/A	0.002%
5/16/2024	Caxton Associates LP	23,250	$2.19M	0.1%	N/A	0.001%
5/16/2024	Bornite Capital Management LP	250,000	$23.54M	3.9%	N/A	0.015%
5/15/2024	Earnest Partners LLC	109,069	$10.27M	0.0%	-50.5%	0.007%
5/15/2024	Mount Yale Investment Advisors LLC	10,671	$1.01M	0.1%	+141.0%	0.001%
5/15/2024	Public Employees Retirement System of Ohio	576,293	$54.26M	0.2%	-9.0%	0.035%
5/15/2024	Public Employees Retirement Association of Colorado	1,301,835	$122.58M	0.5%	+600.8%	0.080%
5/15/2024	Ceeto Capital Group LLC	46,355	$4.37M	1.8%	-22.7%	0.003%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	41,343	$3.89M	0.3%	-8.2%	0.003%
5/15/2024	Kentucky Retirement Systems	95,141	$8.96M	0.3%	-5.9%	0.006%
5/15/2024	Price T Rowe Associates Inc. MD	12,891,605	$1.21B	0.1%	-4.3%	0.793%
5/15/2024	BOKF NA	96,595	$9.04M	0.2%	+81.6%	0.006%
5/15/2024	Lazard Asset Management LLC	37,130	$3.50M	0.0%	-10.3%	0.002%
5/15/2024	Bank of Nova Scotia Trust Co.	5,700	$0.54M	0.1%	+3.0%	0.000%
5/15/2024	Epoch Investment Partners Inc.	28,353	$2.67M	0.0%	-2.5%	0.002%
5/15/2024	Linscomb Wealth Inc.	44,774	$4.22M	0.2%	+6.6%	0.003%
5/15/2024	Truvestments Capital LLC	3,471	$0.33M	0.1%	+523.2%	0.000%
5/15/2024	Quadrature Capital Ltd	357,794	$33.68M	0.6%	N/A	0.022%
5/15/2024	Gabelli Funds LLC	265,521	$25M	0.2%	-2.2%	0.016%
5/15/2024	Gamco Investors INC. ET AL	189,710	$17.86M	0.2%	-8.2%	0.012%
5/14/2024	Canada Pension Plan Investment Board	3,509,349	$330.44M	0.3%	-7.6%	0.216%
5/14/2024	Capital World Investors	5,609,164	$528.16M	0.1%	-22.2%	0.345%
5/14/2024	Capital Research Global Investors	10,317,997	$971.54M	0.2%	-39.8%	0.635%
5/14/2024	Capital International Sarl	33,668	$3.17M	0.1%	-39.8%	0.002%
5/14/2024	Toronto Dominion Bank	572,041	$53.86M	0.1%	-67.4%	0.035%
5/14/2024	Capital International Ltd. CA	27,886	$2.63M	0.1%	-45.0%	0.002%
5/14/2024	Capital International Inc. CA	138,482	$13.04M	0.2%	+22.4%	0.009%
5/14/2024	Capital International Investors	28,481,070	$2.68B	0.5%	+16.3%	1.753%
5/14/2024	Capital Group Private Client Services Inc.	238,839	$22.49M	0.2%	+224.4%	0.015%
5/14/2024	Capital Group Investment Management PTE. LTD.	5,943	$0.56M	0.1%	-42.7%	0.000%
5/14/2024	Atalanta Sosnoff Capital LLC	398,265	$37.50M	0.9%	+6.6%	0.025%
5/14/2024	Sheaff Brock Investment Advisors LLC	10,186	$0.96M	0.1%	-6.7%	0.001%
5/14/2024	Advisors Asset Management Inc.	83,786	$7.89M	0.2%	-3.0%	0.005%
5/14/2024	Axxcess Wealth Management LLC	29,586	$2.79M	0.1%	-0.5%	0.002%
5/14/2024	EP Wealth Advisors LLC	10,366	$0.98M	0.0%	+12.6%	0.001%
5/14/2024	Carlson Capital L P	39,500	$3.72M	0.3%	N/A	0.002%
5/14/2024	Freestone Capital Holdings LLC	2,691	$0.25M	0.0%	-37.1%	0.000%
5/14/2024	CreativeOne Wealth LLC	8,810	$0.83M	0.0%	+143.6%	0.001%
5/14/2024	EntryPoint Capital LLC	1,296	$0.12M	0.1%	N/A	0.000%
5/14/2024	Sculati Wealth Management LLC	35,013	$3.30M	1.4%	-3.9%	0.002%
5/14/2024	Fayez Sarofim & Co	1,158,776	$109.11M	0.3%	-20.6%	0.071%
5/14/2024	LGT Group Foundation	19,191	$1.81M	0.0%	+26.3%	0.001%
5/14/2024	Shell Asset Management Co.	2,391	$0.23M	0.0%	-38.1%	0.000%
5/14/2024	Payden & Rygel Investment Group	212,600	$20.02M	0.9%	N/A	0.013%
5/14/2024	Crewe Advisors LLC	2,726	$0.26M	0.0%	N/A	0.000%
5/14/2024	MQS Management LLC	6,087	$0.57M	0.3%	N/A	0.000%
5/14/2024	Ossiam	229,007	$21.56M	0.4%	-37.8%	0.014%
5/14/2024	Natixis	92,602	$8.72M	0.0%	-89.2%	0.006%
5/14/2024	InterOcean Capital Group LLC	10,289	$0.97M	0.0%	-2.9%	0.001%
5/14/2024	Pitcairn Co.	33,861	$3.19M	0.2%	-10.3%	0.002%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	125,000	$11.77M	0.0%	-49.6%	0.008%
5/14/2024	CANADA LIFE ASSURANCE Co	1,420,042	$133.76M	0.3%	+6.8%	0.087%
5/14/2024	American International Group Inc.	376,736	$35.47M	0.1%	-1.5%	0.023%
5/14/2024	Lake Street Advisors Group LLC	35,077	$3.30M	0.2%	+345.1%	0.002%
5/13/2024	Bessemer Group Inc.	779,451	$73.39M	0.1%	+433.4%	0.048%
5/13/2024	New Age Alpha Advisors LLC	25,000	$2.35M	1.4%	-0.6%	0.002%
5/13/2024	UniSuper Management Pty Ltd	754,631	$71.06M	0.7%	+2.4%	0.046%
5/13/2024	Clearbridge Investments LLC	649,871	$61.19M	0.0%	-3.6%	0.040%
5/13/2024	Cedar Wealth Management LLC	684	$64K	0.0%	+29.8%	0.000%
5/13/2024	Texas Capital Bank Wealth Management Services Inc	79,013	$7.44M	0.8%	+17.2%	0.005%
5/13/2024	Texas Capital Bancshares Inc TX	9,390	$0.88M	0.4%	+35.3%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	194,537	$18.32M	0.2%	+11.4%	0.012%
5/13/2024	Ameritas Investment Partners Inc.	49,616	$4.67M	0.2%	+7.5%	0.003%
5/13/2024	Penobscot Investment Management Company Inc.	13,071	$1.23M	0.1%	+5.4%	0.001%
5/11/2024	Resurgent Financial Advisors LLC	7,145	$0.67M	0.4%	-17.5%	0.000%
5/11/2024	Covestor Ltd	1,409	$0.13M	0.1%	+110.3%	0.000%
5/11/2024	Beaumont Financial Advisors LLC	2,272	$0.21M	0.0%	-10.0%	0.000%
5/11/2024	Orion Capital Management LLC	8,844	$0.83M	0.4%	+3.5%	0.001%
5/11/2024	Ironwood Investment Counsel LLC	15,974	$1.50M	0.3%	+3.1%	0.001%
5/11/2024	Jacobi Capital Management LLC	3,298	$0.31M	0.0%	+30.7%	0.000%
5/11/2024	Edgestream Partners L.P.	4,303	$0.41M	0.0%	+58.0%	0.000%
5/10/2024	Allstate Corp	3,884	$0.37M	0.0%	-6.9%	0.000%
5/10/2024	Ontario Teachers Pension Plan Board	5,816,843	$547.71M	4.7%	+5.8%	0.358%
5/10/2024	Osaic Holdings Inc.	183,922	$17.32M	0.0%	-37.5%	0.011%
5/10/2024	Connors Investor Services Inc.	235,830	$22.21M	2.3%	+0.3%	0.014%
5/10/2024	Acadian Asset Management LLC	1,248	$0.12M	0.0%	-72.6%	0.000%
5/10/2024	TIAA Trust National Association	48,206	$4.54M	0.0%	-70.1%	0.003%
5/10/2024	Vanguard Group Inc.	108,436,118	$10.21B	0.2%	-0.6%	6.666%
5/10/2024	Cornerstone Advisors LLC	90,200	$8.49M	0.4%	-5.8%	0.006%
5/10/2024	Viawealth LLC	2,968	$0.28M	0.2%	-11.9%	0.000%
5/10/2024	Intech Investment Management LLC	74,544	$7.02M	0.1%	-73.2%	0.005%
5/10/2024	Hoey Investments Inc.	20,335	$1.92M	0.4%	-2.0%	0.001%
5/10/2024	Nicolet Advisory Services LLC	6,877	$0.65M	0.1%	-16.8%	0.000%

Data available starting January 2016

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.

Today's Range

Now: $100.22

$99.30

$100.30

50 Day Range

MA: $92.56

$86.27

$100.53

52 Week Range

Now: $100.22

$69.42

$100.98

Volume

4,690,752 shs

Average Volume

5,787,068 shs

Market Capitalization

$162.87 billion

P/E Ratio

18.26

Dividend Yield

3.41%

Beta

1.41

Who are the company insiders with the largest holdings of Morgan Stanley?: Morgan Stanley's top insider investors include:
Stanley Morgan (Major Shareholder)
James P Gorman (CEO)
Edward N Pick (Insider)
James P Gorman (Chairman)
Daniel A Simkowitz (Insider)
Andrew M Saperstein (Insider)
Charles Aubrey Smith III (Insider)
Raja Akram (CFO)
Thomas H Glocer (Director)
Mandell Crawley (Insider)
Alistair Darling (Director)
Learn More about top insider investors at Morgan Stanley.
Who are the major institutional investors of Morgan Stanley?: Morgan Stanley's top institutional shareholders include:
Vanguard Group Inc. — 6.67%
Capital International Investors — 1.75%
Price T Rowe Associates Inc. MD — 0.79%
Bank of New York Mellon Corp — 0.77%
Capital Research Global Investors — 0.63%
Janus Henderson Group PLC — 0.43%
Learn More about top institutional investors of Morgan Stanley stock.
Which major investors are selling Morgan Stanley stock?: In the last quarter, MS stock was sold by these institutional investors:
Capital Research Global Investors
Bank of New York Mellon Corp
Capital World Investors
LSV Asset Management
Toronto Dominion Bank
Lord Abbett & CO. LLC
Natixis
Vanguard Group Inc.
Within the last year, company insiders that have sold Morgan Stanley company stock include:
Stanley Morgan (Major Shareholder)
James P Gorman (CEO)
Edward N Pick (Insider)
James P Gorman (Chairman)
Daniel A Simkowitz (Insider)
Andrew M Saperstein (Insider)
Charles Aubrey Smith III (Insider)
Raja Akram (CFO)
Learn More investors selling Morgan Stanley stock.
Which major investors are buying Morgan Stanley stock?: Within the previous quarter, MS stock was bought by institutional investors including:
Capital International Investors
Focused Investors Fund L P
Public Employees Retirement Association of Colorado
International Assets Investment Management LLC
Bessemer Group Inc.
Rokos Capital Management LLP
Quadrature Capital Ltd
Ontario Teachers Pension Plan Board